GWM

Guardian Wealth Management Portfolio holdings

AUM $150M
1-Year Est. Return 24.99%
This Quarter Est. Return
1 Year Est. Return
+24.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$975K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$869K
2
+$379K
3
+$329K
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$289K
5
VRSN icon
VeriSign
VRSN
+$142K

Top Sells

1
+$834K
2
+$292K
3
+$227K
4
APO icon
Apollo Global Management
APO
+$114K
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$95.4K

Sector Composition

1 Financials 18.35%
2 Technology 17.77%
3 Healthcare 16.25%
4 Industrials 11.06%
5 Energy 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65.9K 0.05%
129
102
$65.6K 0.05%
307
-182
103
$63.3K 0.05%
267
104
$62.4K 0.05%
181
+1
105
$61K 0.05%
2,179
+8
106
$60.8K 0.05%
195
+1
107
$58.4K 0.04%
1,213
108
$57.7K 0.04%
4,602
109
$51.8K 0.04%
502
-14
110
$48.2K 0.04%
293
111
$47.4K 0.04%
2,214
-885
112
$46.3K 0.04%
+375
113
$44.6K 0.03%
100
114
$44.4K 0.03%
2,848
+35
115
$42.4K 0.03%
873
116
$40.8K 0.03%
1,130
+1
117
$36.7K 0.03%
890
+15
118
$36.5K 0.03%
199
119
$36K 0.03%
182
120
$34.1K 0.03%
1,135
+2
121
$33.2K 0.03%
1,278
-252
122
$32.8K 0.03%
463
+3
123
$32.8K 0.03%
518
+2
124
$32.3K 0.02%
103
-15
125
$30.8K 0.02%
402
3 4
5
6 7